SI
Stephens Inc’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
68,176
+5,976
| +10% | +$1.75M | 0.27% | 89 |
|
|
2025
Q1 | $19.4M | Sell |
62,200
-35,727
| -36% | -$11.2M | 0.28% | 83 |
|
|
2024
Q4 | $28.4M | Sell |
97,927
-821
| -0.8% | -$238K | 0.4% | 60 |
|
|
2024
Q3 | $30.1M | Buy |
98,748
+2,690
| +3% | +$819K | 0.43% | 53 |
|
|
2024
Q2 | $24.5M | Buy |
96,058
+2,514
| +3% | +$641K | 0.37% | 59 |
|
|
2024
Q1 | $26.4M | Buy |
93,544
+2,392
| +3% | +$674K | 0.41% | 57 |
|
|
2023
Q4 | $27M | Buy |
91,152
+10,480
| +13% | +$3.11M | 0.47% | 47 |
|
|
2023
Q3 | $21.3M | Buy |
80,672
+4,116
| +5% | +$1.08M | 0.41% | 61 |
|
|
2023
Q2 | $22.8M | Buy |
76,556
+1,099
| +1% | +$328K | 0.41% | 61 |
|
|
2023
Q1 | $21.1M | Buy |
75,457
+743
| +1% | +$208K | 0.4% | 64 |
|
|
2022
Q4 | $19.7M | Sell |
74,714
-2,561
| -3% | -$675K | 0.4% | 64 |
|
|
2022
Q3 | $17.8M | Buy |
77,275
+1,651
| +2% | +$381K | 0.38% | 61 |
|
|
2022
Q2 | $18.7M | Buy |
75,624
+140
| +0.2% | +$34.6K | 0.38% | 66 |
|
|
2022
Q1 | $18.7M | Sell |
75,484
-196
| -0.3% | -$48.5K | 0.3% | 77 |
|
|
2021
Q4 | $20.3M | Sell |
75,680
-2,962
| -4% | -$794K | 0.31% | 78 |
|
|
2021
Q3 | $19M | Sell |
78,642
-6,522
| -8% | -$1.57M | 0.29% | 78 |
|
|
2021
Q2 | $19.7M | Sell |
85,164
-261
| -0.3% | -$60.3K | 0.29% | 83 |
|
|
2021
Q1 | $19.1M | Buy |
85,425
+8,566
| +11% | +$1.92M | 0.31% | 82 |
|
|
2020
Q4 | $16.5M | Sell |
76,859
-3,284
| -4% | -$705K | 0.3% | 86 |
|
|
2020
Q3 | $17.6M | Sell |
80,143
-12,925
| -14% | -$2.84M | 0.35% | 73 |
|
|
2020
Q2 | $17.2M | Sell |
93,068
-1,214
| -1% | -$224K | 0.37% | 59 |
|
|
2020
Q1 | $15.6M | Buy |
94,282
+10,078
| +12% | +$1.67M | 0.42% | 54 |
|
|
2019
Q4 | $16.6M | Sell |
84,204
-4,564
| -5% | -$902K | 0.35% | 68 |
|
|
2019
Q3 | $19.1M | Sell |
88,768
-142
| -0.2% | -$30.5K | 0.42% | 57 |
|
|
2019
Q2 | $18.5M | Buy |
88,910
+2,047
| +2% | +$425K | 0.42% | 51 |
|
|
2019
Q1 | $16.5M | Buy |
86,863
+2,877
| +3% | +$546K | 0.39% | 61 |
|
|
2018
Q4 | $14.9M | Sell |
83,986
-746
| -0.9% | -$132K | 0.42% | 55 |
|
|
2018
Q3 | $14.2M | Buy |
84,732
+6,273
| +8% | +$1.05M | 0.35% | 60 |
|
|
2018
Q2 | $12.3M | Buy |
78,459
+1,909
| +2% | +$299K | 0.37% | 57 |
|
|
2018
Q1 | $12M | Buy |
76,550
+5,167
| +7% | +$808K | 0.45% | 47 |
|
|
2017
Q4 | $12.3M | Sell |
71,383
-64
| -0.1% | -$11K | 0.46% | 48 |
|
|
2017
Q3 | $11.2M | Sell |
71,447
-41,377
| -37% | -$6.48M | 0.4% | 50 |
|
|
2017
Q2 | $17.3M | Sell |
112,824
-42,803
| -28% | -$6.56M | 0.59% | 30 |
|
|
2017
Q1 | $20.2M | Buy |
155,627
+6,507
| +4% | +$843K | 0.73% | 19 |
|
|
2016
Q4 | $18.2M | Buy |
149,120
+38,534
| +35% | +$4.69M | 0.74% | 24 |
|
|
2016
Q3 | $12.8M | Sell |
110,586
-23,341
| -17% | -$2.69M | 0.56% | 30 |
|
|
2016
Q2 | $16.1M | Buy |
133,927
+12,909
| +11% | +$1.55M | 0.72% | 20 |
|
|
2016
Q1 | $15.2M | Sell |
121,018
-12,787
| -10% | -$1.61M | 0.74% | 20 |
|
|
2015
Q4 | $15.8M | Buy |
133,805
+13,208
| +11% | +$1.56M | 0.79% | 19 |
|
|
2015
Q3 | $11.9M | Sell |
120,597
-827
| -0.7% | -$81.5K | 0.62% | 26 |
|
|
2015
Q2 | $11.5M | Sell |
121,424
-11,332
| -9% | -$1.08M | 0.52% | 27 |
|
|
2015
Q1 | $12.9M | Buy |
132,756
+16,044
| +14% | +$1.56M | 0.59% | 23 |
|
|
2014
Q4 | $10.9M | Buy |
116,712
+8,465
| +8% | +$793K | 0.52% | 30 |
|
|
2014
Q3 | $10.3M | Buy |
108,247
+11,364
| +12% | +$1.08M | 0.51% | 28 |
|
|
2014
Q2 | $9.76M | Buy |
96,883
+13,903
| +17% | +$1.4M | 0.49% | 26 |
|
|
2014
Q1 | $8.14M | Buy |
82,980
+3,054
| +4% | +$299K | 0.44% | 27 |
|
|
2013
Q4 | $7.76M | Buy |
79,926
+1,838
| +2% | +$178K | 0.38% | 33 |
|
|
2013
Q3 | $7.51M | Sell |
78,088
-814
| -1% | -$78.3K | 0.4% | 33 |
|
|
2013
Q2 | $7.81M | Buy |
+78,902
| New | +$7.81M | 0.44% | 31 |
|